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261 hedge funds and large institutions have $2.86B invested in EnerSys in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

23% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $860K

1.53% more ownership

Funds ownership: 96.78%98.31% (+1.5%)

1% more funds holding

Funds holding: 259261 (+2)

1% more capital invested

Capital invested by funds: $2.84B → $2.86B (+$19.8M)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
261
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
5.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
32
Increased
85
Reduced
97
Closed
26
Calls
$1.05M
Puts
$860K
Net Calls
+$194K
Net Calls Change
-$748K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$13K +$71 +1 +0.5%
FPFS
227
First Personal Financial Services
North Carolina
$10K
SF
228
Synovus Financial
Georgia
$10K +$10.6K +149 New
APP
229
Avantax Planning Partners
Iowa
$9K +$9.46K +133 New
DBT
230
Dubuque Bank & Trust
Iowa
$8K
QI
231
QS Investors
New York
$8K
PA
232
Parallel Advisors
California
$7K -$924 -13 -12%
FRA
233
Front Row Advisors
California
$7K
JCM
234
Jacobi Capital Management
Pennsylvania
$7K
OIA
235
OneDigital Investment Advisors
Kansas
$7K
PCM
236
Prelude Capital Management
New York
$7K +$7.32K +103 New
CG
237
Cutler Group
California
$6K
AIM
238
Anchor Investment Management
South Carolina
$5.2K -$7.11K -100 -57%
MAM
239
Meeder Asset Management
Ohio
$5K -$3.77K -53 -43%
VCM
240
Versant Capital Management
Arizona
$5K
VFA
241
Valeo Financial Advisors
Indiana
$5K +$142 +2 +3%
LTFS
242
Ladenburg Thalmann Financial Services
Florida
$4K -$3.56K -50 -46%
CAL
243
Capital Advisors Ltd
Ohio
$4K
GAM
244
Gemmer Asset Management
California
$4K
HFP
245
Holistic Financial Partners
Indiana
$4K
OWA
246
One Wealth Advisors
California
$4K
S
247
SignatureFD
Georgia
$4K +$4.34K +61 New
CHP
248
Cable Hill Partners
Oregon
$3K
PFSC
249
Peoples Financial Services Corp
Pennsylvania
$3K
ST
250
Smithfield Trust
Pennsylvania
$3K